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Athena Investment Management’s Amazon AMZN Stock Holding History

Athena Investment Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Hold
1,141
– – 0.16% 113
2026
Q1 		$238K Hold
1,141
– – 0.12% 141
2025
Q4 		$263K Hold
1,141
– – 0.13% 128
2025
Q3 		$251K Hold
1,141
– – 0.13% 136
2025
Q2 		$250K Hold
1,141
– – 0.14% 134
2025
Q1 		$217K Hold
1,141
– – 0.13% 136
2024
Q4 		$250K Hold
1,141
– – 0.15% 129
2024
Q3 		$213K Hold
1,141
– – 0.12% 143
2024
Q2 		$220K Hold
1,141
– – 0.13% 137
2024
Q1 		$206K Buy
+1,141
New +$190K 0.12% 147

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Athena Investment Management's AMZN Position: Q2 2026 in Review

Athena Investment Management held its Amazon (AMZN) position steady in Q2 2026 at 1,141 shares worth $272K. The position accounts for 0.16% of the portfolio, ranked #113.

Athena Investment Management first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Athena Investment Management held 1,141 shares of Amazon worth $272K as of Q2 2026.
  • Athena Investment Management left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.16% of Athena Investment Management's portfolio in Q2 2026, its #113 holding.
  • Athena Investment Management first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.